IWA
IBEX Wealth Advisors Portfolio holdings
AUM
$937M
This Quarter Return
+6.86%
1 Year Return
+43.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$226M
AUM Growth
+$226M
(-16%)
Cap. Flow
-$59.5M
Cap. Flow
% of AUM
-26.36%
Top 10 Holdings %
Top 10 Hldgs %
30.9%
Holding
154
New
11
Increased
43
Reduced
30
Closed
65
Top Buys
| 1 |
Accenture
ACN
|
$3.77M |
| 2 |
MetLife
MET
|
$3.6M |
| 3 |
PNC Financial Services
PNC
|
$2.31M |
| 4 |
Alibaba
BABA
|
$2.06M |
| 5 |
Travel + Leisure Co
TNL
|
$1.71M |
Top Sells
Sector Composition
| 1 | Financials | 23.2% |
| 2 | Technology | 19.04% |
| 3 | Industrials | 15.58% |
| 4 | Communication Services | 15.44% |
| 5 | Energy | 7.91% |